Summit Global Investments - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 786 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.86 and the average weighting 0.3%.

Quarter-by-quarter ownership
Summit Global Investments ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$300
-5.4%
3,0850.0%0.02%
-16.7%
Q1 2024$317
-0.3%
3,0850.0%0.02%
+14.3%
Q4 2023$318
+15.6%
3,0850.0%0.02%
+16.7%
Q3 2023$275
-13.0%
3,085
-7.1%
0.02%
-14.3%
Q2 2023$316
+1.6%
3,320
+0.0%
0.02%
-12.5%
Q1 2023$311
+2.6%
3,319
+0.0%
0.02%
-7.7%
Q4 2022$303
-99.9%
3,318
+0.0%
0.03%
+4.0%
Q3 2022$274,000
-7.1%
3,317
+0.0%
0.02%
-3.8%
Q2 2022$295,000
-13.0%
3,316
+0.0%
0.03%
+4.0%
Q1 2022$339,000
-2.0%
3,3150.0%0.02%
+13.6%
Q4 2021$346,000
+3.6%
3,315
+0.1%
0.02%
-12.0%
Q3 2021$334,000
-4.3%
3,313
+0.0%
0.02%
+19.0%
Q2 2021$349,0003,3120.02%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 1,013,290$118,383,00018.04%
Noven Financial Group, Inc. 128,691$15,035,00010.12%
Probity Advisors, Inc. 157,643$18,417,0008.25%
Palisades Hudson Asset Management, L.P. 73,762$8,618,0007.02%
SONATA CAPITAL GROUP INC 62,508$7,303,0006.22%
HOME FEDERAL BANK OF TENNESSEE 86,812$10,143,0006.06%
Advisors Preferred, LLC 49,969$9,367,0005.44%
Spruce Investment Advisors LLC 79,389$9,275,0005.27%
Commonwealth Financial Services, LLC 36,834$4,303,0005.07%
NorthRock Partners, LLC 90,145$10,540,0004.72%
View complete list of ISHARES TR shareholders